PortfoliosLab logoPortfoliosLab logo
VLTCX vs. VCLT
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VLTCX vs. VCLT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Long-Term Corporate Bond Index Fund Admiral Shares (VLTCX) and Vanguard Long-Term Corporate Bond ETF (VCLT). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

VLTCX vs. VCLT - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VLTCX
Vanguard Long-Term Corporate Bond Index Fund Admiral Shares
-1.46%7.27%-1.47%11.05%-25.77%-1.16%13.68%23.19%-6.85%12.40%
VCLT
Vanguard Long-Term Corporate Bond ETF
-0.63%7.18%-1.90%11.17%-25.50%-1.73%13.27%23.89%-7.04%11.70%

Returns By Period

In the year-to-date period, VLTCX achieves a -1.46% return, which is significantly lower than VCLT's -0.63% return. Both investments have delivered pretty close results over the past 10 years, with VLTCX having a 2.52% annualized return and VCLT not far behind at 2.46%.


VLTCX

1D
1.01%
1M
-3.70%
YTD
-1.46%
6M
-1.93%
1Y
3.19%
3Y*
3.01%
5Y*
-1.45%
10Y*
2.52%

VCLT

1D
0.78%
1M
-2.90%
YTD
-0.63%
6M
-1.22%
1Y
4.03%
3Y*
3.07%
5Y*
-1.73%
10Y*
2.46%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


VLTCX vs. VCLT - Expense Ratio Comparison

VLTCX has a 0.07% expense ratio, which is higher than VCLT's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Return for Risk

VLTCX vs. VCLT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VLTCX
VLTCX Risk / Return Rank: 1919
Overall Rank
VLTCX Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
VLTCX Sortino Ratio Rank: 1414
Sortino Ratio Rank
VLTCX Omega Ratio Rank: 1313
Omega Ratio Rank
VLTCX Calmar Ratio Rank: 3030
Calmar Ratio Rank
VLTCX Martin Ratio Rank: 1919
Martin Ratio Rank

VCLT
VCLT Risk / Return Rank: 2727
Overall Rank
VCLT Sharpe Ratio Rank: 2525
Sharpe Ratio Rank
VCLT Sortino Ratio Rank: 2323
Sortino Ratio Rank
VCLT Omega Ratio Rank: 2323
Omega Ratio Rank
VCLT Calmar Ratio Rank: 3636
Calmar Ratio Rank
VCLT Martin Ratio Rank: 2626
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VLTCX vs. VCLT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Long-Term Corporate Bond Index Fund Admiral Shares (VLTCX) and Vanguard Long-Term Corporate Bond ETF (VCLT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


VLTCXVCLTDifference

Sharpe ratio

Return per unit of total volatility

0.41

0.40

+0.02

Sortino ratio

Return per unit of downside risk

0.61

0.59

+0.02

Omega ratio

Gain probability vs. loss probability

1.08

1.08

0.00

Calmar ratio

Return relative to maximum drawdown

0.85

0.82

+0.03

Martin ratio

Return relative to average drawdown

1.99

1.92

+0.07

VLTCX vs. VCLT - Sharpe Ratio Comparison

The current VLTCX Sharpe Ratio is 0.41, which is comparable to the VCLT Sharpe Ratio of 0.40. The chart below compares the historical Sharpe Ratios of VLTCX and VCLT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


VLTCXVCLTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.41

0.40

+0.02

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.12

-0.14

+0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.24

0.19

+0.05

Sharpe Ratio (All Time)

Calculated using the full available price history

0.44

0.39

+0.05

Correlation

The correlation between VLTCX and VCLT is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

VLTCX vs. VCLT - Dividend Comparison

VLTCX's dividend yield for the trailing twelve months is around 5.16%, less than VCLT's 5.62% yield.


TTM20252024202320222021202020192018201720162015
VLTCX
Vanguard Long-Term Corporate Bond Index Fund Admiral Shares
5.16%5.48%5.58%4.65%4.41%3.03%3.15%3.82%4.56%4.01%4.37%4.71%
VCLT
Vanguard Long-Term Corporate Bond ETF
5.62%5.51%5.19%4.67%4.44%3.07%3.16%3.81%4.55%4.01%4.33%4.68%

Drawdowns

VLTCX vs. VCLT - Drawdown Comparison

The maximum VLTCX drawdown since its inception was -34.56%, roughly equal to the maximum VCLT drawdown of -34.31%. Use the drawdown chart below to compare losses from any high point for VLTCX and VCLT.


Loading graphics...

Drawdown Indicators


VLTCXVCLTDifference

Max Drawdown

Largest peak-to-trough decline

-34.56%

-34.31%

-0.25%

Max Drawdown (1Y)

Largest decline over 1 year

-5.29%

-5.39%

+0.10%

Max Drawdown (5Y)

Largest decline over 5 years

-34.56%

-34.31%

-0.25%

Max Drawdown (10Y)

Largest decline over 10 years

-34.56%

-34.31%

-0.25%

Current Drawdown

Current decline from peak

-16.08%

-15.73%

-0.35%

Average Drawdown

Average peak-to-trough decline

-7.97%

-8.08%

+0.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.26%

2.32%

-0.06%

Volatility

VLTCX vs. VCLT - Volatility Comparison

The current volatility for Vanguard Long-Term Corporate Bond Index Fund Admiral Shares (VLTCX) is 3.47%, while Vanguard Long-Term Corporate Bond ETF (VCLT) has a volatility of 3.98%. This indicates that VLTCX experiences smaller price fluctuations and is considered to be less risky than VCLT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


VLTCXVCLTDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.47%

3.98%

-0.51%

Volatility (6M)

Calculated over the trailing 6-month period

5.29%

5.62%

-0.33%

Volatility (1Y)

Calculated over the trailing 1-year period

8.94%

10.22%

-1.28%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.87%

12.81%

-0.94%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

10.59%

12.84%

-2.25%